Ultimus Fund Solutions
Office phone +1 513-587-****
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Homepage http://www.ultimusfundsolutions.com
LinkedIn Profile https://linkedin.com/company/ultim***solution***
HQ Location
United States , Ohio, Springdale:225 Pictoria Dr, Cincinnati, OH 45246
Ultimus Fund Solutions, LLC provides highly customized and comprehensive mutual fund services to small and medium size mutual fund groups. Our mutual fund services include fund start up and organization services, fund administration and distribution, compliance and middle office services, fund accounting and pricing, and transfer agent and shareholder services for both open-end and closed-end funds.
Ultimus’ broad range of services are performed by teams of CPAs, attorneys, paralegals and other professionals with a wealth of financial services experience.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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